Survey Methodologist Templates

Survey Methodologist Templates

There is a huge number of templates that someone in the Survey Methodologist role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Survey Methodologist. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Survey Questionnaire Template
2. Data Collection Plan Template
3. Sampling Plan Template
4. Data Cleaning Template
5. Data Analysis Template
6. Survey Report Template
7. Presentation Template
8. Project Timeline Template
9. Budget Template
10. Stakeholder Communication Template

Reports

Reports are often prepared by a Survey Methodologist to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Survey Response Rate Report
2. Data Cleaning Report
3. Survey Completion Time Report
4. Sampling Error Report
5. Weighting Report
6. Data Quality Report
7. Survey Nonresponse Bias Report
8. Questionnaire Design Evaluation Report
9. Survey Mode Comparison Report
10. Survey Results Summary Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Survey Methodologist does and how they do it.

1. Survey Design Template
2. Sampling Methodology Template
3. Questionnaire Development Template
4. Data Collection Protocol Template
5. Data Cleaning and Validation Template
6. Data Analysis Plan Template
7. Reporting and Presentation Template
8. Quality Control Template
9. Ethical Considerations Template
10. Project Management Template

Presentations

Survey Methodologist presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Survey Results
2. Data Analysis and Visualization
3. Research Findings and Insights
4. Methodology and Sampling Techniques
5. Survey Design and Questionnaire Development

Legal Docs

There are several key times when a Survey Methodologist needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Informed Consent Form
2. Confidentiality Agreement
3. Data Use Agreement
4. Survey Questionnaire Template
5. Research Report Template

Health & Safety Templates

Health & Safety templates for a Survey Methodologist ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Checklist Template

Calendars

Setting up Survey Methodologist calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Survey Schedule
2. Data Collection Calendar
3. Fieldwork Timeline
4. Analysis and Reporting Deadlines
5. Research Project Milestones

Invoice Templates

Several types of Survey Methodologist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Survey Data Invoice
2. Research Project Invoice
3. Data Analysis Invoice
4. Survey Methodology Consultation Invoice
5. Survey Report Invoice

Survey Templates

For a Survey Methodologist to get insights related to the work they do, they need to send out Survey Methodologist surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Employee Engagement Survey
3. Market Research Survey
4. Product Feedback Survey
5. Brand Perception Survey

Meeting Agendas

Having premade Survey Methodologist meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Meeting
2. Project Kick-off Meeting
3. Data Analysis Meeting
4. Client Presentation Meeting
5. Research Strategy Meeting

Budget Templates

To manage finances well, a Survey Methodologist would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Income Tracking Budget Template
3. Project Budget Template
4. Travel Expense Budget Template
5. Research Equipment Budget Template

Dashboards

Dashboards are a useful way for a Survey Methodologist to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Survey Response Rate Dashboard
2. Survey Completion Time Dashboard
3. Survey Quality Dashboard
4. Survey Participant Demographics Dashboard
5. Survey Data Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Survey Methodologist needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Survey Design Proposal
2. Sampling Strategy Proposal
3. Data Collection Methodology Proposal
4. Data Analysis and Reporting Proposal
5. Quality Assurance and Control Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Survey Methodologist templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.